NA

NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8B
AUM Growth
+$4.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,384
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$30.4M
3
+$29.3M
4
ED icon
Consolidated Edison
ED
+$29.2M
5
HON icon
Honeywell
HON
+$28.1M

Top Sells

1
+$40.7M
2
+$32.5M
3
+$29.9M
4
ADM icon
Archer Daniels Midland
ADM
+$27.5M
5
WM icon
Waste Management
WM
+$27.3M

Sector Composition

1 Technology 11.78%
2 Healthcare 6.33%
3 Financials 5.98%
4 Consumer Discretionary 4.55%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$179K ﹤0.01%
28,068
-19,929
1577
$177K ﹤0.01%
4,065
-234
1578
$176K ﹤0.01%
9,454
-11,788
1579
$176K ﹤0.01%
18,020
-650
1580
$175K ﹤0.01%
4,792
-532
1581
$175K ﹤0.01%
6,740
-25
1582
$174K ﹤0.01%
13,859
+1,102
1583
$174K ﹤0.01%
9,064
+132
1584
$174K ﹤0.01%
61,855
+5,670
1585
$173K ﹤0.01%
3,241
1586
$173K ﹤0.01%
8,803
-5,624
1587
$172K ﹤0.01%
13,200
-813
1588
$171K ﹤0.01%
18,033
+98
1589
$171K ﹤0.01%
13,413
+541
1590
$171K ﹤0.01%
20,145
1591
$171K ﹤0.01%
22,076
-12,359
1592
$170K ﹤0.01%
10,388
-5,610
1593
$169K ﹤0.01%
3,053
-393
1594
$167K ﹤0.01%
4,458
-2,621
1595
$167K ﹤0.01%
28,264
+19,123
1596
$167K ﹤0.01%
13,633
+500
1597
$167K ﹤0.01%
14,281
-1,646
1598
$166K ﹤0.01%
1,135
-273
1599
$166K ﹤0.01%
1,142
1600
$166K ﹤0.01%
4,313
+4,100
62 63
64
65 66